Anthony Miranda serves as Resident Director and Wealth Management Advisor at Merrill Lynch. He has been with Merrill Lynch Wealth Management since 1997 and is a member of a team of advisors based in Buffalo, New York, that has collectively over 140 years of experience. He focuses on individual wealth management, retirement planning, and manages the Group's 401(k) and profit-sharing plans. Prior to joining Merrill Lynch, Anthony worked in public accounting where he earned his Certified Public Accountant (CPA) designation. Anthony holds multiple professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Arts degree in Accounting from the State University of New York at Albany. Anthony's client focus areas include divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income. He does not provide tax advice in his role at Merrill Lynch.

Nathan Way is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously held roles at MetLife Securities Inc., New England Securities, and New England Financial. Outside of his advisory work, he owns a hobby business buying and selling sportscards via eBay and in-person sales, and serves as Vice President on the board of directors for Endeavor Health Services and the Mid-Erie Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and event-driven planning programs.

Jennifer Odonnell is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds the Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by its capital-markets and affiliated asset management capabilities.

Michael Peters is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Equitable Advisors since 1999, including during its prior affiliation as AXA Advisors. Peters is also a member of The BlackOak Group, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a variety of advisory models and works with third-party asset managers and LPL-sponsored programs while providing ERISA fiduciary services to qualified plans.

James Teller Jr. is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has held roles at firms including Avantax and Woodbury Financial Services and has operated his own practice, Legacy Financial Group, since 2012. Outside of advisory work, he serves as a power of attorney for his wife and other personal legal matters. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporations, charitable clients, and institutions nationwide. The firm offers a range of portfolio management and advisory services through a multi-manager platform that supports various investment strategies and program structures.

Mary Kuehn is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors, Inc., Clarion Wealth Management Partners, and Cambridge Investment Research. Outside of her advisory role, she owns a business occasionally selling life insurance to family members. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses various portfolio construction tools and supports multiple platforms, including legacy accounts and third-party managed-account solutions.

Michael Gzyl is a financial advisor with Cetera who holds a Series 63 designation and has 11 years of industry experience. He has worked at Cetera Investment Services LLC since 2019 and previously at Foresters Financial Services from 2015 to 2019. Outside of his advisory role, he owns and operates Susie Cuke's Pickle Company and a mobile golf simulator business called Tee Box LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

Richard Benkleman is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Bank of America, N.A. during his career. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Glaser is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm was known as AxA Advisors. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.

Peter Haag is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is the owner and manager of JeaNala LLC, a business based in Clarence Center, NY. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team and a combination of research and modeling to generate tailored retirement recommendations.

Tahir Jaffri is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held positions at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1995. Outside of his advisory work, Jaffri is an insurance agent focusing on health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various investment programs, including educational seminars and specialized planning services.

Dale Bielicki is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Thrivent since 2017, following a prior career spanning over two decades at Carolina Furniture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across various financial topics without implementation. The firm offers a managed-account program combined with planning under its “WealthPlan” service while maintaining separate planning and portfolio management functions.

Cameron Blair is a financial advisor with Equitable Advisors holding a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Alignerr, Asclepius, eBay, Hugo Boss, Inspire Dental Group, and Napoli per la moda. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Robert Peters is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Cetera and Foresters Financial, spanning from 1996 to 2024. He is also the owner of Previs Wealth, LLC, a business used for shared expenses and succession planning. OSAIC serves a diverse client base including individual and high-net-worth investors, institutional pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with a range of portfolios managed through firm tools and third-party platforms.

Melissa Darnell is a Series 66 licensed financial advisor with 11 years of industry experience, currently affiliated with OSAIC since 2024. She has previously worked at Cetera Investment Service LLC, LPL Financial LLC, Evans Bank, and Saperston Asset Management. In addition to her advisory work, she provides customer service and administrative support as a registered sales assistant at Previs Wealth. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed account solutions.

Timothy Bubar is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with Cetera. His previous roles include positions at Avantax Advisory Services and 1st Global Capital Corp. Outside of his advisory work, he serves as Treasurer and volunteer board member for the nonprofit World Trade Center Buffalo Niagara. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Rosemarie Rath is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Equitable Advisors in 2018, she worked at L&M Financial Services for 24 years and at Axa Advisors, LLC for 2 years. Outside of her financial advisory role, she owns and operates Designs by Roses, an art business based in Orchard Park, NY. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Patrick Topper is a financial advisor with LPL Enterprise holding a Series 66 designation and 11 years of industry experience. He has worked at Prudential Insurance Company of America since 2014 and was previously affiliated with Pruco Securities, LLC for 10 years. Outside of his advisory role, he is involved with Topper Financial, a service entity related to insurance and financial services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and wrap programs.

Stacey Prowse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 26 years of industry experience. Prior to joining LPL in 2025, she worked at OSAIC for two years and Royal Alliance Associates Inc. for 23 years. She is also a notary in Williamsville, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Sheila Visco is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Jordan Wealth Management and Calamar Financial Group, with earlier experience at C & M Capital Resources, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to utilize a range of portfolio management options, including affiliated and third-party models, bespoke strategies, and various program structures across discretionary and non-discretionary authorities.